Marvin Kline

Marvin Kline served as Managing Director at Logan Capital Management Inc. in Narberth, PA, where he co-developed and managed the Logan Concentrated Value equity product. Over his nearly two-decade tenure, Kline oversaw strategic portfolio decisions, focusing primarily on large-cap value equities, and played an instrumental role in client relationship management and investment committee activities.

His investment expertise covered sectors such as consumer staples, financials, energy, information technology, and communication services, with noteworthy positions in companies like Philip Morris International, AT&T, Cisco Systems, Chevron, and Royal Dutch Shell. Kline specifically contributed to value-oriented equity strategies, including the Logan Concentrated Value portfolio and the International Dividend ADR strategy.

Prior to joining Logan Capital, Kline was President at Berwind Investment Management and Senior Vice President at CoreStates Investment Banking, building over 30 years of industry experience. He holds an MBA in Finance from The Wharton School of the University of Pennsylvania and a BS in Management Science from Case Western Reserve University, establishing strong expertise in equity portfolio management and institutional investing.